Recently, Teva Pharmaceuticals, an Israeli multinational pharmaceutical company, released its 2025 financial report. The company achieved total revenue of $17.3 billion, a 4% year-on-year increase in US dollar terms; net profit of $1.42 billion, successfully reversing the losses of the same period in 2024; and free cash flow of $2.4 billion, a 16% year-on-year increase. Notably, Teva has achieved revenue growth for three consecutive years . Revenue from its innovative drug portfolio exceeded $3.1 billion, representing a year-on-year increase of approximately 35%, becoming the core engine driving the company’s transformation. 01 Three new drugs continue to see increased sales volume In recent years, Teva’s revenue from innovative drugs has continued to increase, from 9% in 2022 to about 18% in 2025. Image source: Teva official website Austedo (deuterated benzidine) is its most important innovative drug to date. Approved for marketing in 2017, it was the world’s first approved deuterated drug ...
On February 6, the CDE website showed that Novartis’ ianalumab had applied for marketing approval in China. Ilimumab, acquired by Novartis (from MorphoSys) , is a fully human monoclonal antibody targeting B-lymphocyte activating factor receptor ( BAFF-R ). It possesses a dual mechanism of action: depleting B cells and inhibiting BAFF-R. It can be used to treat various autoimmune diseases, including Sjögren’s syndrome, immune thrombocytopenic purpura (ITP), and systemic lupus erythematosus (SLE) . This drug is the first anti- BAFF-R antibody to complete Phase III trials.In the phase III NEPTUNUS-1 study , after 48 weeks of illuminumab treatment, patients with Sjögren’s syndrome had a 6.4-point reduction in the EULAR Sjögren’s Disease Activity Index (ESSDAI) score, compared to a 5.1-point reduction in the placebo group. In the phase III NEPTUNUS-2 study, patients with Sjögren’s syndrome who received irinumab treatment for 48 weeks experienced a 6.5-point reduction in their ESSDAI score, compared ...
Chengdu Kanghua Biological Products Co., Ltd. (300841.SZ) recently filed an announcement stating that it plans to acquire 100% equity interest in Nameixin (Shanghai) Biotech Co., Ltd. (hereinafter referred to as “Nameixin”) in phases through capital increase, equity transfer and other means, thereby obtaining a complete mRNA technology platform and refining the strategic layout of its biopharmaceutical industry. “This transaction is essentially the layout of the mRNA vaccine industry by local state-owned asset investors through a listed company platform,” a pharmaceutical industry expert in Beijing told reporters from the Economic Information Daily on February 1st. Despite the transaction plan incorporating investment risk hedging measures, two major risks cannot be underestimated: first, LNP (Lipid Nanoparticle) patents form the core bottleneck in the industrialization of mRNA technology, and these patents are held by international giants such as Canada-based Arbutus Biopharma; if Nameixin fails to break through these patent barriers, the entire investment rationale ...
Recently, Jiangsu Aidea Pharmaceutical Group (stock code: 688488.SH) announced that it has officially received a GMP certificate for pharmaceuticals issued by the Tanzania Medicines and Medical Devices Authority (TMDA). This is the first GMP certificate approved by the World Health Organization (WHO) Maturity Level 3 (ML3) regulatory agency for Aidea Pharmaceutical, signifying that the company’s quality management system and production standards meet international requirements and creating favorable conditions for expanding into the African market. The World Health Organization’s Global Benchmarking Tool (GBT) classifies the maturity of national drug regulatory agencies into four levels, from ML1 to ML4, from low to high. ML3 represents a “stable, well-functioning, and integrated” drug regulatory system, possessing systematic and internationally standardized operational capabilities in key areas such as marketing authorization, GMP inspections, and post-market surveillance. As of the end of 2025, only a few institutions in Africa, such as Tanzania’s TMDA, have reached the ML3 ...
On February 2, CSPC Pharmaceutical Group (1093.HK) announced that its clovidipine emulsion injection (50ml:25mg, 100ml:50mg) (hereinafter referred to as “the product”) has obtained a drug registration certificate issued by the National Medical Products Administration of the People’s Republic of China.This product is a dihydropyridine calcium channel blocker, a rapid-acting intravenous antihypertensive drug, suitable for treating hypertensive patients who are unsuitable for oral medication or whose oral medication is not expected to be effective. Compared with commonly used clinical drugs, this product has the following significant advantages: faster onset of action, enabling rapid, real-time, and precise blood pressure control; more suitable for patients with abnormal liver and kidney function, requiring no dosage adjustment during treatment; and no dilution or preparation required, significantly benefiting individuals at risk of fluid overload. The approval of this product will further enrich the Group’s product pipeline in the field of cardiovascular and cerebrovascular disease treatment, enhance ...
February 4th – Parlin Biotechnology announced on February 4 that its wholly-owned subsidiary, Guangdong Shuanglin Biopharmaceutical Co., Ltd., recently received the “Acceptance Notice” for the drug registration and marketing authorization of human coagulation factor IX issued by the National Medical Products Administration. The indications for human coagulation factor IX are: to treat hemophilia B patients with congenital human coagulation factor IX deficiency or patients with low levels of human coagulation factor IX due to other reasons, it can significantly increase the level of human coagulation factor IX in their blood, thereby achieving the purpose of preventing and treating bleeding. https://finance.eastmoney.com/a/202602043641469948.html
On February 4, Hansit Aite (03378) announced that it has launched a Phase I clinical trial of its self-developed candidate drug HX111 for refractory lymphoma and solid tumors, and has recently successfully completed the enrollment and dosing of the first patient. HX111 can bind to OX40 molecules on the surface of tumor cells with high affinity and high specificity. After entering tumor cells via endocytosis, it releases a powerful payload by lysosomal protease cleavage of the linker, thereby inducing tumor cell apoptosis. The company’s HX111 is the world’s first publicly disclosed OX40-targeted ADC drug to enter the clinical stage. This field is still in the early exploration stage and is expected to fill the gap in the treatment of this type of tumor. https://finance.eastmoney.com/a/202602043641684563.html
When Vaxcyte pushed its 31-valent pneumococcal conjugate vaccine VAX-31 into Phase III clinical trials, a vaccine race surrounding ” valence ” has entered a heated phase. 01 The debate over technological approaches The core of market competition in the field of pneumococcal vaccines lies in technological innovation breakthroughs. Traditional multivalent pneumococcal vaccines have consistently faced the dilemma of simultaneously increasing valence and enhancing immunogenicity during their development. Increased valence is often accompanied by a decline in immunogenicity, becoming a key bottleneck for the industry’s development. The core regulatory factor in this dilemma is the biological characteristics of the carrier protein. In the structural system of pneumococcal conjugate vaccines, the carrier protein plays a core role in mediating polysaccharide antigen presentation and activating the body’s immune response. However, under traditional technical approaches, high-valent pneumococcal vaccines rely on higher doses of carrier proteins to achieve multi-serotype antigen conjugation. The immunosuppressive effect of ...
Eli Lilly recently announced plans to invest over $3.5 billion (approximately RMB 24.3 billion) to build a new manufacturing facility for injectable drugs and medical devices in Lehigh Valley, Pennsylvania, USA. Construction is expected to begin in 2026, with production commencing in 2031. Eli Lilly ‘s next-generation weight loss drug, Retatrutide. This is a world-first GIP/GLP-1/glucagon (GCGR) triple-target receptor agonist , considered a next-generation product following the dual-target drug telpotetide. Compared to single-target (such as semaglutide) or dual-target drugs currently on the market, retaglutide achieves a qualitative leap in weight loss by simultaneously activating three incretin receptors . Phase III clinical trial data released in December 2025 showed that participants achieved an average weight loss of 28.7% over 68 weeks , setting a new record for published clinical trial data. Retaglutide is currently in Phase III clinical trials and is expected to be launched by the end of 2026 or ...
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